Guidelines Document
Introduction
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Connecting Power BI to Sharperlight:
The Power BI or JSON/Web URL can be accessed by either: Right click -clicking in the Publisher query list or from the Links tab when you are inside a query.
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Open Power BI and select ‘Get Data’.
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JSON / Web connection:
In Power BI: Select “Get data from another source”.
Find & Select “Web” as datasource.
Enter the secure endpoint URL provided by Sharperlight that points to the required data model. .
Choosing this option means:
You can only bring in one Sharperlight query per JSON link during initial setup.
End users can refresh themselves on the Web to get latest structure & data.
Can schedule refreshes (Up to 8 times per day).
Guidelines for Effective Use
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Data Transformation:
Perform necessary data transformations in Sharperlight before exposing the data to Power BI.
Use the standard data model provided by Sharperlight to ensure consistency and accuracy of the data transformations.
Publishing and Sharing Reports:
Once reports and dashboards are created, they can be published to the Power BI service for sharing with other users.
Ensure that access to published reports is managed according to the security policies defined in Sharperlight.
Maintaining and Updating Reports:
Regularly update the Sharperlight Workbench data model and Power BI reports to reflect any changes in the source systems or business requirements.
Monitor the performance of the reports and make adjustments to the Sharperlight queries as needed.
If a wrong authentication method is accidentally selected
Go into the "Data Source Settings" in Options & Settings.
Select the Data Source that you entered incorrectly.
Click “Clear Permissions” to clear that data source.
Re-do steps in Page 2 again.
Refreshing the Report
Once the report has been published, you can trigger a manual refresh or schedule a refresh from the web if you have connected the Data Source via JSON/Web. Attempting to refresh a Data Source via Power BI link on the Web will result in an error.
Before setting up a Scheduled Refresh, a Cloud Connection needs to be setup using your Sharperlight credentials as shown below:
Once the Cloud Connection has been created and selected, you can then define your Scheduled Refresh:
To view the report, click
Best Practices
Regularly Review Security Settings: Ensure that all data endpoints and transformations adhere to the latest security protocols.
Optimize Data Models: Regularly review and optimize Sharperlight data models for performance and accuracy.
Training and Support: Provide ongoing training and support to users creating reports in Power BI to ensure they are fully equipped to use the tools effectively.
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Integrating Power BI with Sharperlight at Workbench enables a powerful, secure, and efficient way to handle custom reports. By following these guidelines, users will be able to leverage the full capabilities of both platforms while ensuring data security and system performance. |
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Additional Help: https://www.sharperlight.com/power-bi/2020/09/07/power-bi-custom-connector/ |